Ideas. Insights. Inspiration.

text-talk with Jason Periera, Partner, Woodgate Financial Inc.

David Pullara
Jan 2, 2020
1 min read

text-talk

* an interview conducted completed via text message... so please excuse all typos *

Although I don't make New Year's Resolutions myself, I know a lot of people do... and many have to do with the state of their finances. So for my inaugural text-talk, I decided to interview my good friend Jason Pereira, Partner and Senior Financial Planner at Woodgate Financial Inc. Jason is not only an award-winning financial planner, he's also a university lecturer, fintech expert, writer, TV host, podcaster, and all-around nice-guy.

Clickable links for all those mentioned in this interview:

Mint.com

- dp

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